Blog Archives

DON’T Invest a Single Dime Without this Crucial Document

Imagine hiring a builder to construct you a home. You tell the builder how you want the home to look and you tell them about all your desired features.

Instead of showing you a blueprint, the builder starts construction and a short-time later, your house is completed.  But there’s a very big problem: The home’s final design is nothing like what you imagined,

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The Cost of Investment Advice is Still Too High

There are 118 million U.S. households and 108 million have under $500,000 of investable assets while 100 million have less than $100,000 to invest. What does it mean?

It means the vast majority of the investing public still doesn’t meet the dollar minimums required to work with a licensed financial advisor.

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Does Diversifying Damage Performance?

During the 1849 California Gold Rush people sold all their possessions to chase gold (NYSEARCA:IAU). A small minority hit the jackpot, but most did not. Back then, the few people that did get wealthy by not diversifying were the hyper-extreme exception, not the rule. And it’s the same today.

In retrospect,

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Beware of Skewed Performance Comparisons

Many people and fund companies still use inappropriate benchmarks for measuring investment performance. Instead of getting truthful results, investors are given a distorted perspective of performance which leads to mistaken conclusions.

(Audio) Ron does a Portfolio Report Card on a $26.9 Million Investment Account

The mutual fund industry’s (NasdaqGS:MORN) widespread use of peer group comparisons is a prime example of using erroneous yardsticks.

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Portfolio Report Card: A Poorly Designed $863,309 Advisor Managed Account

How can a person tell the difference between a healthy and unhealthy investment portfolio? Naturally, it’s by how well (or poorly) a portfolio does at addressing crucial areas like taxes, cost, diversification, risk, and performance. Here’s the problem: Poorly constructed portfolios are usually ignorant about these first four things, which explain why unsatisfactory performance results follow.

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